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True Wealth Design’s Morningstar MORN Stock Holding History

True Wealth Design’s Portfolio MORN Stock Details MORN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$48.7K Buy
312
+215
+222% +$37.4K 0.01% 497
2026
Q1 		$16.4K Sell
97
-75
-44% -$13.9K ﹤0.01% 793
2025
Q4 		$37.4K Buy
172
+94
+121% +$20.4K 0.01% 416
2025
Q3 		$18.1K Buy
78
+70
+875% +$18.7K 0.01% 649
2025
Q2 		$2.51K Buy
8
+3
+60% +$888 ﹤0.01% 1085
2025
Q1 		$1.5K Buy
+5
New +$1.57K ﹤0.01% 1112

Other funds holding MORN

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

True Wealth Design's MORN Position: Q2 2026 in Review

True Wealth Design increased its Morningstar (MORN) stake by 222% in Q2 2026, buying an estimated $37.4K and bringing the position to 312 shares worth $48.7K. The position accounts for 0.01% of the portfolio, ranked #497.

True Wealth Design first reported a position in MORN in Q1 2025 and has held it in 6 quarters since. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • True Wealth Design held 312 shares of Morningstar worth $48.7K as of Q2 2026.
  • True Wealth Design bought 215 Morningstar shares in Q2 2026, an estimated $37.4K.
  • Morningstar made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #497 holding.
  • True Wealth Design first reported a position in Morningstar in Q1 2025 and has held it in 6 quarters since.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.